Filed provides AI-powered tax preparation software that automates the complete lifecycle of a tax return for accounting professionals. Its Tax Preparation module reads source documents and populates returns, its Reviewer cross-checks figures against sources to catch errors before sign-off, and its Tax Planner evaluates 120+ strategies backed by actual return data. The platform escalates ambiguous scenarios for human review and is SOC 2 Type II certified and IRS 7216 compliant. Founded by Leroy Kerry, Filed raised a $17.2M pre-seed/seed round backed by Northzone, Day One Ventures, J Ventures, Neo, Raine and Greens Ventures to help firms expand capacity without adding headcount.
Filed
ActiveAI that automates the full lifecycle of tax returns
Total raised
$17.2M
1 round
Stage
Seed
Team
11-50
since 2024
Pricing
Paid
free trial
Founded
2024
New York, United States
Agent-ready
—
Automated tax return data entry
AI reviewer for error catching
120+ strategy tax planner
Source document reading
Human escalation for edge cases
Practice management integration
SOC 2 Type II certification
IRS 7216 compliance
10/100
Early
MCP server
Public API
Webhooks
OAuth 2.0
SDKs
No public agent surfaces detected yet.
— Seed $17.2M ● Northzone
Capital network
$17.2M raised ·6 backers·10 network links
- Backers6
- Shared portfoliocompanies these backers also fund
- Extended networkfunds that co-invest alongside them
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- What is Filed?
- AI tax software automating the full return lifecycle for firms.
- Is it compliant?
- Yes, SOC 2 Type II and IRS 7216 compliant.
- Who funded Filed?
- Northzone led a $17.2M round with Day One Ventures and others.
- Does a human review returns?
- Yes, ambiguous cases escalate for human review.
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